I started my career as a financial advisor in 1995 with Merrill Lynch. In 2009, I joined with Edward Jones in Redlands, CA. I became a limited partner with Edward jones in 2013. My office relocated to 1200 California St, Ste 100, Redlands, CA in August 2019.
I love working with my clients across the United States to help with preparing for retirement, estate considerations and tax strategies.
I was an active member of the Boy Scout program for 46 years, serving in many positions within the council, district and local troops. I was scoutmaster of Redlands Episcopal Church Troop 33 for nine years. I served as the first assistant scoutmaster of the 2010 National Jamboree Troop 809. I retired from Scouting in 2018.
I am a charter member of the Redlands Chapter of the Sons of the American Revolution. Currently, I served once again as chapter president for 2020-2022 term and chapter genealogist. In the past, I served on the chapter level as past president, registrar and Eagle Scout Chairman. At the state level, I served as the California State Chairman of the Eagle Scout Scholarship.
I have been an active genealogist for the last 51 years. For six years, I was the director of the Redlands/Yucaipa Family History Library for the Church of Jesus Christ of Latter-Day Saints. I belong to a handful historical/genealogical groups.
My family and I are members of the Church of Jesus Christ of Latter-Day Saints. I served a two-year mission in the Caribbean on the islands of Barbados, Puerto Rico and Dominican Republic.
I have been married to Liz Jolley since December 1982. We have a daughter, Sara Elizabeth, and a son, Nathan. We are proud grandparents to Kavon Michael Dwayne Nash.
My hobbies are genealogy and gardening. I enjoy attending the Redlands Temple and spending time with my grandson.
Focus areas
- Retirement Income Strategies
- Portfolio Reviews
- Retirement Savings Strategies
- Intergenerational Planning
- Special Needs Financial Considerations
Focus Areas
- Retirement Income Strategies
- Portfolio Reviews
- Retirement Savings Strategies
- Intergenerational Planning
- Special Needs Financial Considerations
My Personal Interests
- Spending Time with Family
- Genealogy
- Reading
- History and Museums
- Traveling
Personal Interests
- Spending Time with Family
- Genealogy
- Reading
- History and Museums
- Traveling
Office Information
Phone Number
Shawn W Price at (909) 307-9539Branch Team
- Valerie Santana
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:00PM |
Monday | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Tuesday | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Wednesday | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Thursday | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Friday | 08:00AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:00PM |
Monday | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Tuesday | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Wednesday | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Thursday | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Friday | 08:00AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Connect on Social
Branch Team
- Valerie Santana
- Sr. Branch Office Administrator
Branch Team
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